Goodlander Investment Management, LLC Portfolio Holdings by Sector

Goodlander Investment Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Engineering & Construction \| Industrials MTZ PRIM AGX 3 stocks	$102 Million 41.93% of portfolio	1	2	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST NRG 2 stocks	$55.3 Million 22.74% of portfolio	1	1	-	-	0 Calls 0 Puts
Solar \| Technology FSLR RUN 2 stocks	$27.6 Million 11.35% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SOI 1 stocks	$26 Million 10.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials GPRE 1 stocks	$17.6 Million 7.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP 1 stocks	$14.8 Million 6.07% of portfolio	1	-	1	-	0 Calls 0 Puts

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